“Antti Petajisto contributed to the literature on the risks of concentrated positions with his June 2023 study, “Underperformance of Concentrated Stock Positions.” His data sample was from CRSP and covered U.S. stocks over the period 1926-2022.”
Read the full article at Financial Advisor Magazine.
The Vanguard Value ETF seeks to track the performance of the CRSP U.S. Large Cap Value Index, which measures the returns of large-cap value stocks. The fund holds about 350
Notable items with this release include:
– Smaller companies out-performance in July was reversed in August, with Micro Cap experiencing a -1.45% return in August compared to last month’s return of 12.01%.
– Energy was the only sector with negative returns in August, it’s lag in performance compared to the other sectors over the past 12 months created a fair sized gap in 1 year cumulative returns.
– Value continued to outperform the growth counterparts within each cap segment.
Notable items with this release include:
– Value outperformed Growth across all cap segments
– Smaller companies had a great month, with Micro cap returning 10.17% over Total Market
– Technology was the only Sector with a negative return for July
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